FFM

Forum Financial Management Portfolio holdings

AUM $7.69B
1-Year Est. Return 18.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.57B
AUM Growth
+$531M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
989
New
Increased
Reduced
Closed

Top Buys

1
+$39.4M
2
+$25.7M
3
+$23.3M
4
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$15.6M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$8.25M

Top Sells

1
+$11.5M
2
+$9.33M
3
+$8.24M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$7.83M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$7.79M

Sector Composition

1 Technology 4.58%
2 Healthcare 2.81%
3 Financials 2.64%
4 Communication Services 1.72%
5 Consumer Discretionary 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$814K 0.01%
15,196
252
$807K 0.01%
8,867
+4
253
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24,162
+780
254
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43,769
+2,372
255
$794K 0.01%
26,525
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256
$794K 0.01%
3,879
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257
$790K 0.01%
4,589
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258
$790K 0.01%
6,374
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259
$789K 0.01%
16,432
-7,035
260
$786K 0.01%
5,892
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261
$785K 0.01%
3,592
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262
$783K 0.01%
3,628
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263
$781K 0.01%
1,463
-22
264
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1,561
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265
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871
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266
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267
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938
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269
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181,796
270
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13,030
271
$768K 0.01%
2,632
+455
272
$765K 0.01%
66,764
+18,913
273
$757K 0.01%
2,159
+266
274
$756K 0.01%
2,363
+188
275
$756K 0.01%
16,442
+4,984
9 10
11
12 13